新闻来源：www.bloomberg.com
原文地址：Polysilicon Prices Forecast to Rise on Chinese Production Cuts
新闻日期：2024-09-19
中国硅料行业协会周三称，受季节因素及干旱天气影响水电生产，中国硅料价格预计将在年末上涨。该协会还表示，由于水电供应不足，更多的硅料厂可能会暂停生产。
自2022年中期以来，中国硅料价格已经暴跌85%。虽然7月末以来出现了一定的回升，但情况仍然严峻。因产量过剩，中国硅料行业正经历一轮整合和裁员，以应对市场的巨大压力。
世界最大的太阳能制造业之一是中国的，但该行业当前正在经历一轮整合。尽管这有助于加速全球清洁能源部署，但也导致了多家企业亏损甚至破产。据协会称，目前多数硅料厂尚未恢复正常生产水平，一些厂商已暂停生产。
在此背景下，作为世界第二大经济体的中国和中国企业将面临未来一定时期的困难。至于美国经济前景，则与今年11月选举结果无关。同时，美国某公司已经表示，将会因此而关闭一家或多家中国工厂，并可能会继续裁员。
原文摘要：
The price of polysilicon — a key ingredient in solar panels — should rally through the year-end as producers cut capacity due to a slump in the sector, the China Silicon Industry Association said. The declines in production are being abetted by seasonal factors including a week-long public holiday in early October and drier weather reducing hydropower output and pushing up power costs, the association said in a on Wednesday. It didn’t give a specific price forecast.Chinese polysilicon prices have tumbled 85% since mid-2022 due to a major build-out of factories that was far more than the market actually needed. There’s been a modest recovery since late July, as companies started to dial back output. , the No. 3 producer, cut its output guidance for 2024 after posting a massive . China’s world-leading solar manufacturing industry is going through a consolidation due to a severe glut, which has driven down prices across the supply chain, from polysilicon to finished panels. That’s been a boon for clean energy deployment, with the world expected to hit this year, but it’s causing major losses and even bankruptcies. Polysilicon makers will be hoping that the shake-out in their sector happens faster than the rest of the supply chain because production after a temporary halt are high. Most major polysilicon producers are not operating at full capacity, the association said. More plants are likely to suspend production as their key energy source, hydropower, becomes less plentiful due to drier weather as winter approaches, it said. are signaling to China that the world’s second-largest economy and its companies face a tough slog in America for the foreseeable future, regardless of who controls Washington after the November election. and its oldest Chinese partner plan to shutter one plant in China and possibly more in response to slowing demand for combustion-engine cars, in a further pullback after the venture’s first factory ceased output. its tariff exemptions on some agricultural products imported from Taiwan as Beijing ramps up pressure on the democracy.Thursday, Sept. 19Friday, Sept. 20
